Patrick Michael Moriarty
Investment adviser representative at Hamilton Capital
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Hamilton Capital, LLCAug 2021 to now
- UnemployedMay 2021 to Aug 2021
- University of CincinnatiAug 2020 to May 2021
- St. Francis Desales High SchoolMay 2020 to Aug 2020
- University of CincinnatiAug 2019 to May 2020
- ExpressMay 2019 to Aug 2019
- University of CincinnatiAug 2018 to May 2019
- St. Francis Desales High SchoolMay 2018 to Aug 2018
- University of CincinnatiAug 2017 to May 2018
- Golf GalaxyApr 2017 to Aug 2017
- St. Francis Desales High SchoolMay 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Hamilton Capital
Legal name: Hamilton Capital, LLC
$4.9BAssets managed
2,963Clients
60Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7562934
- Firm CRD
- 109116